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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 60 Institutional holders with a total value of $107,319,589.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BlackRock Finance, Inc. 134 3,000 0.00%
2 FIRST MANHATTAN CO. LLC. 371 9,000 0.01%
3 NEXT Financial Group, Inc 580 15,000 0.01%
4 MV CAPITAL MANAGEMENT, INC. 786 20,000 0.02%
5 ADVISOR GROUP, INC. 1,451 37,000 0.03%
6 Ameritas Investment Partners, Inc. 1,700 43,000 0.04%
7 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,480 140,000 0.13%
8 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 6,201 158,000 0.15%
9 NEW CAPITAL MANAGEMENT LP 6,305 161,000 0.15%
10 PARALLEL ADVISORS, LLC 6,400 164,000 0.15%
11 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,713 171,000 0.16%
12 IFP ADVISORS, INC 6,761 173,000 0.16%
13 Prospera Financial Services Inc 8,000 204,000 0.19%
14 Curbstone Financial Management Corp 8,000 204,000 0.19%
15 Orion Porfolio Solutions, LLC 8,078 206,000 0.19%
16 Brookstone Capital Management 8,417 215,000 0.20%
17 JPMORGAN CHASE & CO 8,755 224,000 0.21%
18 NewSquare Capital LLC 8,859 226,000 0.21%
19 ROYAL BANK OF CANADA 9,077 232,000 0.22%
20 ARS Wealth Advisors, LLC 9,175 234,000 0.22%
21 AMERIPRISE FINANCIAL INC 9,581 245,000 0.23%
22 KING LUTHER CAPITAL MANAGEMENT CORP 10,520 269,000 0.25%
23 Family Firm, Inc. 11,521 294,000 0.27%
24 GREAT LAKES ADVISORS, LLC 12,060 308,000 0.29%
25 Virtu KCG Holdings LLC 13,049 333,000 0.31%
26 Legacy Private Trust Co. 13,524 345,000 0.32%
27 Valmark Advisers, Inc. 17,099 437,000 0.41%
28 VALLEY NATIONAL ADVISERS INC 17,289 441,000 0.41%
29 Cambridge Investment Research Advisors, Inc. 21,543 550,000 0.51%
30 HighTower Advisors, LLC 22,149 565,000 0.53%
31 Commonwealth Equity Services, Inc 22,332 570,000 0.53%
32 TCV Trust & Wealth Management, Inc. 28,500 728,000 0.68%
33 FIRST NATIONAL BANK NORTH DAKOTA 29,211 746,000 0.70%
34 BAIRD FINANCIAL GROUP, INC. 31,769 811,000 0.76%
35 BOSTON ADVISORS LLC 32,637 833,000 0.78%
36 DAVENPORT & Co LLC 37,015 937,589 0.87%
37 Carnegie Investment Counsel 36,718 938,000 0.87%
38 Roof Eidam Maycock Peralta, LLC 40,435 1,032,000 0.96%
39 ASSET DEDICATION, LLC 45,447 1,159,000 1.08%
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,648 1,191,000 1.11%
41 LPL Financial LLC 47,492 1,211,000 1.13%
42 FUSION FAMILY WEALTH, LLC 57,928 1,479,000 1.38% SH
43 PHILLIPS FINANCIAL MANAGEMENT, LLC 62,664 1,603,000 1.49%
44 GUIDANT WEALTH ADVISORS 63,396 1,615,000 1.50%
45 ASSETMARK, INC 70,267 1,794,000 1.67%
46 Mariner, LLC 75,646 1,931,000 1.80%
47 Private Advisor Group, LLC 112,631 2,872,000 2.68%
48 TRUST CO 114,096 2,913,000 2.71%
49 CONFLUENCE INVESTMENT MANAGEMENT LLC 114,476 2,923,000 2.72%
50 Raymond James Financial Services Advisors, Inc. 133,311 3,403,000 3.17%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.